Aquila Tax-Free Fund for Utah plies a straightforward approach but has experienced some turnover on its already small team. After factoring in high fees, the strategy earns a Morningstar Analyst Rating of Neutral on its cheapest share classes, while its most-expensive share class earns a Negative.
NAV / 1-Day Return
9.56 / 0.10 %
Adj. Expense Ratio
Longest Manager Tenure
Muni Single State Interm
Credit Quality / Interest Rate SensitivityMedium / Moderate
Min. Initial Investment
Morningstar’s Fund Analysis UTAHX
Will UTAHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.